Building a FAQ for End Users
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This document outlines an agenda for building a basic, intermediate, and advanced FAQ for end users in SharePoint. The basic FAQ involves setting up site columns, content types, and configuring a custom list. The intermediate configuration integrates search by adding a content by search web part. The advanced configuration enhances the user experience through list view and search display templates, adding people search to connect FAQ items to subject matter experts, and configuring the search center. Demos are provided for the basic, intermediate, and advanced configurations.
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Building a FAQ for End Users
- 1. Building an FAQ for End Users An Evolution of an idea #SPSBE03 Paul Hunt April 18th, 2015
- 2. PlatinumGoldSilver Thanks to our sponsors!
- 3. Who Am I? • SharePoint Architect for Trinity Expert Systems • Co-organiser of SUGUK London Region • Member of the SharePoint community since 2007 • In my spare time I’m a woodturner, making Pots, Pens and artistic pieces! • Paul Hunt • Twitter: @Cimares • www.myfatblog.co.uk • www.trinityservice.co.uk
- 4. Who is this session for? • FAQ – Basic Evolution End Users • FAQ – Intermediate Evolution End Users/Power Users • FAQ – Advanced Evolution Power Users IT Pros/Devs
- 5. Agenda – Part 1 • Building an FAQ Foundations Site Columns/Content Types Metadata Basic Configuration Single site/Single list Intermediate Configuration Integrated search Configuring Search Centre
- 6. Agenda – Part 1 • Building an FAQ Advanced (This is the code bit!) Transforming the List view Transforming the integrated search Adding expert search Transforming the Search Centre experience • #SPCSR Help from the community
- 7. Room Survey – Skill Levels
- 8. Foundations
- 9. Service Applications Managed Metadata • Provides a central repository of terms for classification of data. User Profiles • Stores detailed information about a user. • Commonly integrated with one or more identity stores. • Can be extended
- 10. Service Applications Enterprise Search • Allows us to find information using simple or complex queries. • Work across site collection boundaries.
- 11. Site Columns Column Name Type FAQ Subject Managed Metadata Answer Summary Single line of text Answer Publishing HTML** FAQ Answer Type Choice
- 12. Content Type(s) Content Type Name Columns SPFAQ Title FAQ Subject Summary Answer Answer FAQ Answer Type
- 14. Content Type Publishing On-Premises • Needs to be set-up! Configure Feature Tell MMS where it is Given it’s own Site Collection Office 365 • Already configured!
- 15. • Wait up to 60 minutes! – Hourly timer job Content Type Publishing
- 18. Internal Name Pain! • Internal names get encoded once, then URL encoded when displayed in the browser adding to the confusion! • The internal name of The_x0020_number_x0020_of_x0020_ • Is actually displayed in the browser as :- The%5Fx0020%5Fnumber%5Fx0020%5Fof%5Fx0020%5F
- 19. Internal Name Pain! • Multiple long field names lose meaning The_x0020_number_x0020_of_x0020_0 The_x0020_number_x0020_of_x0020_
- 20. Internal Name Pain! • Creating your fields carefully will save you this pain!
- 21. • SharePoint 2013 introduces some new pain with the quick edit list functionality. Internal Name Pain!
- 22. I’m not a dev! • Why should I care?
- 23. I’m not a dev! • Your developers (if you have them) will love you!
- 24. FAQ Basic • Building the foundations Site Columns & Content Types • Build using the Custom List template Add our Content Type Configure Metadata Navigation Configure Ratings Configure list view • Additional option Versioning/Content Approval
- 25. DEMO – FAQ Basic
- 26. FAQ Intermediate • Expanding on the Basic configuration Enhance the item page using linked search Content By Search Web Part **
- 27. FAQ Intermediate • Expanding on the Basic configuration Improving the Search Centre experience Enabling Metadata Refinement Enhancing visibility of results
- 28. DEMO – FAQ Intermediate
- 29. FAQ Advanced • Building further functionality Enhancing the User Experience List view web part display templates Search Display templates for the linked search Search Display templates for the Search centre Adding value using People search Configuring SME selector in Profile Adding the Managed Property
- 30. FAQ Advanced • The List View Display Template Allows us to control look and behaviour
- 31. FAQ Advanced • Search Display Templates for the linked search
- 32. FAQ Advanced • Adding value using People Search Enhancing the user profile with a new field Values taken from FAQ MMS values
- 33. FAQ Advanced • Adding value using People Search New User profile column is added to search Allows us to Search for FAQSME:SharePoint
- 34. FAQ Advanced • Adding value using People Search Enhance the FAQ entry with related experts view
- 35. DEMO – FAQ Advanced
- 36. In Summary • Basic and Intermediate demos built using configuration only • Advanced demo built using low skill techniques • Future enhancements Versioning/Content Approvals for control Cross site collection usage Document based FAQ lists Combined List Items/Document FAQ lists using search
- 38. Questions?
Editor's Notes
- Template may not be modified Twitter hashtag: #spsbe for all sessions
- I also do woodturning! SharePoint can be a lot like woodturning.. If you don’t pay attention to what you’re doing, it’s easy to make a mistake and go through the bottom of the bowl!
- User Profiles can have additional fields added even in O365
- User Profiles can have additional fields added even in O365 Working across site collection boundaries has some challenges (Ctype deployment..discussed next)
- Need to explain managed metadata Publishing HTML** Note: Publishing HTML is not available in Lists UNLESS added as a site column! Choice
- While our scale is small, Ctypes can be copied.. But as we scale more effort is required Deployment Options: The Content Type Hub…. On premises.. Or via Site Settings, Content Type Publishing On Premises also have the ability to use PowerShell, Code Solutions – Or both can use CSOM etc We’re an End User session, so focussing on what’s in the UI! On premises installs need a Ctype hub to be built. Recommend a site collection of it’s own..
- Deployment Options: The Content Type Hub…. On premises.. Or via Site Settings, Content Type Publishing On Premises also have the ability to use PowerShell, Code Solutions – Or both can use CSOM etc We’re an End User session, so focussing on what’s in the UI! On premises installs need a Ctype hub to be built. Recommend a site collection of it’s own..
- When you’re in the Ctype Hub, publishing options are available. It’s not immediate. You need to allow time for the timer jobs – Runs hourly!
- SharePoint Quick edit, shown here creates all columns with a random 4 character name.. And even that isn’t safe from being encoded as I’ve found out to my cost!
- Why do I care? I’m an end user! Search Schema – Now in the end user realm. Crawled properties use the internal name Display Templates – Internal names are exposed to Power Users. Your developers (if you have them) will love you!
- Why do I care? I’m an end user! Your developers (if you have them) will love you!
- **Enterprise license required, Otherwise use the Search Results web part.. (More effort is involved)
- Explain what the refiners panel is/does Explain the Query Rules and how it affects behaviours
- Changing what’s displayed with business rules.. (The icons shown)